Jacobs Financial Services Boosts Conversions by 12% with Poper's Intelligent Engagement

The Challenge: A High-Performing Website with a Leaky Engagement Bucket

Robert Brown, the visionary marketing director of Jacobs Financial Services, understood a fundamental truth: in financial services, trust isn't just built—it's earned.

This philosophy was meticulously woven into his firm's website, which boasted a clean design, compelling copy, and clear calls to action. Yet, despite this strong foundation, a critical piece was missing.

“We were getting decent traffic,” Robert shared, “but people would just come and go. No engagement, no sign-ups, no calls. It was frustrating.”

For a boutique firm dedicated to helping individuals and small businesses navigate their financial futures, every unengaged visitor represented a missed opportunity to build that crucial trust and offer guidance. Robert knew action was imperative, but with the constraints of a small business, a costly CRO agency or another website overhaul wasn't feasible.

He needed a smarter, faster, and more agile solution.

Discovering Poper: Intelligent Engagement Over Annoying Interruptions

During his search for innovative solutions within a SaaS founder community, Robert encountered Poper. His initial skepticism was understandable. "Popups? Widgets?" he thought, recalling the often intrusive and spammy implementations he'd seen elsewhere. But Poper distinguished itself. The platform appeared polished, the use cases were clearly articulated, and critically, it seemed designed for businesses exactly like Jacobs Financial Services.

“I wasn’t just looking for a popup tool,” Robert recalls. “I wanted something intelligent. Something that could actually engage, not irritate.”

Intrigued by the potential, he decided to sign up.

Seamless Implementation & Early Wins: From Setup to Engagement in Minutes

One of the first pleasant surprises for Robert was Poper's WordPress auto-integration. The absence of coding or technical complexities was a significant relief. “It was honestly one of the easiest setups I’ve ever done,” he said. “We were live within 15 minutes.”

Empowered by Poper's user-friendly interface, Robert and his team quickly deployed a suite of engagement tools. Within an hour, Jacobs Financial Services had strategically implemented:

• Targeted Exit-Intent Popups: To capture visitors about to leave, prompting them with valuable offers. A prime example was their "Retirement Quiz" popup, designed to re-engage departing users with a relevant, low-commitment offer.

• Caption idea if needed: An exit-intent popup offering a Retirement Quiz, successfully re-engaging visitors.
• Embedded Widgets for Key Concerns: To provide timely information and calls to action on relevant pages. For instance, on pages discussing investment strategies or market volatility, a discreet prompt would appear.

• Soft Nudges: Encouraging newsletter subscriptions to build their mailing list.
• NPS Surveys: To gather valuable feedback and measure visitor satisfaction.
• Custom Embeds: Showcasing client testimonials and interactive financial calculators.

The experience wasn't just easy—it was empowering. Robert and his small team could finally take direct control of their website engagement strategy, without needing to rely on external developers or designers.

Rapid Results: Immediate Impact and Measurable Growth

The effect of these Poper implementations was almost instantaneous. Within the first 24 hours, Jacobs Financial Services observed a noticeable uptick in user activity. Visitors who previously would have bounced were now staying longer, interacting with the new elements, and, most importantly, converting.

“We captured leads that would’ve otherwise disappeared forever,” Robert says. “There was one client—a small business owner—who scheduled a meeting after seeing the exit popup offering the Retirement Quiz. That single conversion paid for Poper for months.”

In just a few days, the firm registered a significant 12% increase in overall conversions. This included more newsletter sign-ups, a higher volume of form submissions for their financial calculators, and a notable increase in direct consultation requests.

Why Poper Was a Game-Changer for Jacobs Financial Services

For Robert, the success wasn't attributed to magic, but to a well-executed strategy facilitated by Poper. The tool enabled him to implement those crucial "micro-moments" that effectively guide users from passive browsing to proactive engagement.

Key aspects that stood out:

• Ease of Use: “We didn’t have to change how we worked—Poper just fit in seamlessly.”
• Deep Customization: Every popup and widget was tailored to look and feel like an integral part of the Jacobs Financial Services website, maintaining brand consistency.
• Visual Polish: “It felt like an extension of our brand, not some random add-on.”
• Impeccable Timing: “There’s something about catching a visitor just before they leave, or prompting them with the right question on the right page—it really works,” Robert explained, highlighting the effectiveness of the exit-intent features and contextually placed widgets.

Looking Ahead: Expanding Engagement Strategies

Jacobs Financial Services is enthusiastic about the continued potential with Poper. Their roadmap includes experimenting with A/B testing different campaign messages and designs, launching seasonal engagement campaigns, and further exploring Poper's integrations with their CRM to streamline lead management.

When asked for any feedback or missing features, Robert smiled: “Not at the moment. Honestly, I just wish I’d found Poper sooner.”

Final Thoughts: Helping the Right People Take the Next Step

In the financial services industry, where trust and timing are paramount, Robert Brown and Jacobs Financial Services successfully transformed their website's engagement. They didn't need a complete overhaul; they needed smarter conversations. With Poper, they added these conversations at precisely the right moments, making all the difference.

“It’s not about pushing,” Robert concluded. “It’s about helping the right people take the next step on their financial journey. And Poper makes that easier than ever.”